Thomas E. James -MBA, CFP®, CIMA®
Senior Wealth Strategist - Raleigh/Durham
Tom James is Senior Wealth Strategist at East Paces Group. He works with professional clients to develop well-diversified portfolios based upon individual needs and objectives. He also analyzes alternative investment opportunities and evaluates which of those may present viable options for inclusion in client portfolios.
Starting his career in corporate finance, Tom worked for major corporations including General Foods, Bristol-Myers Squibb, and Sealy, Inc., where he held senior management positions including VP of Corporate Planning and VP International Administration, Mergers & Acquisitions. The experience gained in identifying, analyzing, and implementing profitable growth opportunities for corporations have translated directly to analyzing investment options and developing retirement strategies for individual clients.
Tom gives back to his community in North Carolina by teaching. He holds an appointment as Assistant Professor of the Practice of Finance at High Point University, where he teaches courses in finance, investments and real estate. He also serves as the faculty representative on the HPU Retirement Committee.
When not working, Tom and his wife Sharon enjoy traveling.
Professional Affiliations:
• Series 6
• Series 22
• Series 62
• Series 63
• Series 65
Education
• Master of Business Administration, Wharton School of Business
• Bachelor of Science, Business Administration, University of Richmond
Check the background of this firm on FINRA's BrokerCheck.